Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,131,252
+$117,577 QoQ
Shares Held
3,456
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#3,524
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 6%
None 94%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $1,700,340 across 6 Banks - Diversified names. JPM ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,456 | $1,131,252 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,286 | $415,156 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
870 | $100,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
442 | $36,526 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
110 | $15,907 | |
| 6 | SAN |
Banco Santander, S.A.
|
105 | $1,449 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,252 | 3,456 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,013,675 | 3,446 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,107,147 | 3,436 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,080,663 | 3,426 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $990,332 | 3,416 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $835,246 | 3,405 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,293,714 | 5,397 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,137,589 | 5,395 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,090,788 | 5,393 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,079,817 | 5,391 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $926,704 | 5,448 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $797,610 | 5,500 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $800,938 | 5,507 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $717,226 | 5,504 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $747,741 | 5,576 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $590,216 | 5,648 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $638,386 | 5,669 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $782,749 | 5,742 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $909,879 | 5,746 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $955,949 | 5,840 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $908,198 | 5,839 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $888,718 | 5,838 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $729,000 | 5,737 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $557,018 | 5,786 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $353,571 | 3,759 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $338,422 | 3,759 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||